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BIVRX vs CPCLX
BIVRX vs CPCLX Comparison
Open Charts BIVRX vs CPCLX
Calamos Phineus Long/Short C
Price$16.71
Change-$0.07 (-0.42%)
VolumeN/A
Net Assets1.13B
BIVRX vs CPCLX Comparison Chart in %
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BIVRX vs. CPCLX commentary
Aug 13, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BIVRX is a Hold and CPCLX is a Buy.
FUNDAMENTALS
Fundamentals
CPCLX has more cash in the bank: 1.13B vs. BIVRX (910M). BIVRX pays higher dividends than CPCLX: BIVRX (3.68) vs CPCLX (2.83). BIVRX was incepted earlier than CPCLX: BIVRX (8 years) vs CPCLX (9 years). BIVRX (3.42) is less costly to investors than CPCLX (3.19). CPCLX is a more actively managed with annual turnover of: 342.00 vs. BIVRX (170.00). CPCLX has a lower initial minimum investment than BIVRX: CPCLX (2500) vs BIVRX (5000). CPCLX annual gain was more profitable for investors over the last year : 9.07 vs. BIVRX (-1.32). BIVRX (54.34) and CPCLX (52.75) have equivalent 5 years return.
| BIVRX | CPCLX | BIVRX / CPCLX | |
| Total Expense Ratio | 3.42 | 3.19 | 107% |
| Annual Report Gross Expense Ratio | 3.42 | 3.19 | 107% |
| Fund Existence | 8 years | 9 years | - |
| Gain YTD | -3.656 | 10.589 | -35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 2500 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 910M | 1.13B | 80% |
| Annual Yield % from dividends | 3.68 | 2.83 | 130% |
| Returns for 1 year | -1.32 | 9.07 | -15% |
| Returns for 3 years | -26.47 | 15.99 | -166% |
| Returns for 5 years | 54.34 | 52.75 | 103% |
| Returns for 10 years | N/A | N/A | - |